Edward Jones Brokers Jump to RIA in NC, Raymond …

Two Edward Jones Brokers Managing $322-Mln Combined Team Up at RIA i…Edward Jones’ Top Broker Takes Her $1.7-Bln Book to Ameriprise

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Edward Jones Brokers Jump To RIA In NC, Raymond …

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Two Edward Jones Brokers Managing $322-Mln Combined Team Up at RIA i…Edward Jones’ Top Broker Takes Her $1.7-Bln Book to Ameriprise

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North Carolina Advisor Takes $140M Practice To Raymond James

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Oct 18, 2023 · Raymond James has approximately 8,700 financial advisors throughout the United States, Canada and overseas, with total client assets of approximately $1.30 trillion as of …

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$100M AUM N.C. Advisor Joins Raymond James From Edward Jones

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Dec 19, 2023 · O'Connor, who will be joined at Raymond James by office manager Sarah Richardson, was formerly affiliated with Edward Jones, where he managed more than $100 …

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Edward Jones Advisor Overseeing $380 Million Switches To …

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Apr 19, 2023 · An advisor who managed $380 million of client assets at Edward Jones, has affiliated with Raymond James Financial Services, the firm’s channel for independent advisors, …

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December 2024 Financial Advisor Moves And RIA Acquisitions

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Jan 9, 2025 · Summit Financial made a strategic investment in $1.3B North Carolina-based Gordon Asset Management, ... managing a combined $200M in client assets from Edward …

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Advisors Join Concurrent From Edward Jones, RBC, Other Firms

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Dec 5, 2024 · RIA aggregator Concurrent welcomes eight advisors formerly managing $885 million at Edward Jones, RBC and other firms. ... jump-start a growth-challenged RIA. ... the …

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Raymond James Draws $380M Team From Edward Jones

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Apr 20, 2023 · The team joins Raymond James Financial Services, the firm’s independent advisor channel, in Durham, North Carolina. April 20, 2023 Raymond James announced that an …

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Edward Jones’ Top Broker Takes Her $1.7-Bln Book To Ameriprise

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Jul 5, 2022 · Edward D. Jones & Co., the largest full service brokerage firm by its almost 19,000 brokers, has lost its biggest hitter. Jennifer A. Marcontell, who managed $1.7 billion in client …

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Edward Jones Rep Managing $156 Million Goes Indie With …

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Feb 28, 2022 · Terry N. Estes, who managed $156 million at Edward Jones in Monroe, North Carolina, has gone independent and affiliated with Raymond James.

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FAQs about Edward Jones Brokers Jump to RIA in NC, Raymond … Coupon?

How has Raymond James bolstered its financial advisory network?

Raymond James has bolstered its financial advisory network by welcoming two advisor groups, bringing a combined $500 million in client assets under management. The groups, hailing from Indiana and South Dakota, transitioned from Edward Jones and LPL Financial respectively, marking significant additions to both the employee and independent channels. ...

How much money does Raymond James have under management?

The firm's latest additions in Indiana and South Dakota, including a family-run advisory team, managed more than $500M combined at their previous firms. Raymond James has bolstered its financial advisory network by welcoming two advisor groups, bringing a combined $500 million in client assets under management. ...

Is Raymond James Financial a good place for RIAS?

Raymond James Financial (ticker: RJF) believes it's as good a place as any for RIAs, as it recently streamlined its custody business by combining the Investment Advisors and Custody & Clearing divisions. ...

Did Raymond James Lock out Edward Jones?

“Not only did the defendant resign without notice and immediately begin working for a competitor, Raymond James, he also physically locked out Edward Jones from the office space in Edward Jones’ Snyder, Texas, branch” on College Avenue. ...

Is Riggan's employment agreement Edward Jones property?

According to Judge James Wesley Hendrix, U.S. District Court judge for the Northern District of Texas, Riggan’s employment agreement recognized that the documents containing confidential trade secrets were Edward Jones property, and also protected the company in its office lease. ...

How many brokers does Jones have?

Jones has 18,772 brokers, a figure that has been declining in part by design as the firm said it is shifting from hiring for quantity to focusing on providing more support to improve retention and graduation rates among the brokers and trainees it hires. ...